Investment Analyst Apprentice

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.

Who are we looking for?

We are looking for a confident individual with a positive outlook and a can-do attitude who is aspiring to build their experience and progress at M&G. A successful candidate is someone who is self-motivated, capable of building and maintaining relationships, naturally curious, and works effectively as part of a team. A powerful desire to learn and a genuine interest in Private Markets is essential.

The Role

We are looking for a highly motivated apprentice who is interested in working in Financial Services and wishes to pursue a career in Private Markets. The Private Markets Research (“PMR”) team has the responsibility of monitoring and analysing an investment portfolio of approximately £25Bn across both public and private asset markets. The successful applicant will support a team of 23 credit analysts by taking an active role in data/regulatory analysis, project work, and interfacing with various business units.

What will you be doing?

As an Investment Analyst apprentice, duties may include:

1. Maintenance of data through use of internal systems and Microsoft Excel, including setting up financial instruments to trade and projecting cashflows.
2. Producing periodic holdings reports.
3. Helping senior analysts analyse datasets to help project future performance trends.
4. Assisting senior analysts to produce deal overviews in Microsoft Word and PowerPoint.
5. Helping senior analysts complete in-house Environment, Social and Governance (“ESG”) analysis for transactions.
6. Supporting senior analysts with new deals, reviews, and monitoring of existing investments, primarily using Microsoft Excel.
7. Helping the team with scheduling workload priorities and organising business requirements.
8. Providing ad hoc support to the wider team as required.
9. You will also be exposed to various projects and initiatives within the team, gaining experience and knowledge across different investment sectors (for example, structured credit, private placements, and infrastructure debt).

What will I need to be successful in this role?

1. Good and confident communication skills, both written and verbal.
2. High level of accuracy and attention to detail.
3. Structured approach to work and very well organised.
4. Ability to prioritise and meet deadlines.
5. Moderate understanding of MS Office (Word, Excel, PowerPoint).
6. Strong numerical skills.
7. A proactive team player who is confident about working with others but also independently.
8. Logical and analytical approach coupled with intelligence, passion, and a drive to learn.
9. Ability to formulate own opinions by thinking analytically about problems.
10. Empathy and good listening skills.

Minimum Requirements

1. Available to start the apprenticeship programme in September 2025.
2. You must not be enrolled in another further education programme at the beginning of the programme.
3. Be a UK citizen or have proof of your right to work in the UK.
4. Living in England.
5. Minimum of Grade 4 in GCSE English and Mathematics.
6. Minimum of Grade C in three A Levels or equivalent such as BTEC Nationals.

Training Provided

As an Investment Analyst Apprentice with M&G, you will undertake the Investment Operations Specialist Level 4 Apprenticeship delivered through live online learning, pre-recorded lectures, and face-to-face inductions and masterclasses.

Future Prospects

This is a fixed-term contract for 18 - 23 months upon which the business may decide to retain, subject to the Apprentice performance, headcount, and available funding. If recruited into a permanent role, the individual will follow the career progression applicable to the specific role/department.

Salary

£26,000 per annum plus benefits.

As you may expect, our Apprenticeship roles are extremely popular and therefore we may need to close vacancies early if we receive a high level of applications.

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and employee-led networks providing networking opportunities, advice, and support for the diverse communities our colleagues represent. We welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: apprenticeship@mandg.com